FOCUS INVESTMENT ADVISORS, INC
CRD #109970 SEC #801-57176 SOLANA BEACH, CA 760-230-1880
SEC Registered
Total AUM
$885M
Discretionary
$433M
Employees
6
Clients
10
Accounts
34
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $885M | $433M | $452M | 6 | 0 |
| Jan 2025 | $780.2M | $388.9M | $391.3M | 5 | 0 |
| Dec 2024 | $780.2M | $388.9M | $391.3M | 5 | 0 |
| Sep 2024 | $780.2M | $388.9M | $391.3M | 5 | 0 |
| Mar 2024 | $780.2M | $388.9M | $391.3M | 5 | 0 |
| May 2023 | $684.2M | $337.4M | $346.8M | 5 | 0 |
| Mar 2023 | $684.2M | $337.4M | $346.8M | 5 | 0 |
| Mar 2022 | $704.5M | $333.4M | $371.1M | 5 | 0 |
| Apr 2021 | $600.4M | $276.1M | $324.2M | 5 | 0 |
| Mar 2021 | $600.4M | $276.1M | $324.2M | 5 | 0 |
| Feb 2021 | $512.9M | $274.6M | $238.4M | 5 | 0 |
| Jul 2020 | $512.9M | $274.6M | $238.4M | 5 | 0 |
| Apr 2020 | $512.9M | $274.6M | $238.4M | 5 | 0 |
| Mar 2020 | $512.9M | $274.6M | $238.4M | 5 | 0 |
| Mar 2019 | $396M | $217.5M | $178.5M | 6 | 0 |
| Nov 2018 | $396M | $217.5M | $178.5M | 6 | 0 |
| Nov 2018 | $396M | $217.5M | $178.5M | 6 | 0 |
| Nov 2018 | $396M | $217.5M | $178.5M | 5 | 0 |
| Nov 2018 | $374.5M | $230.8M | $143.7M | 5 | 0 |
| Oct 2018 | $374.5M | $230.8M | $143.7M | 4 | 0 |
| Apr 2018 | $374.5M | $230.8M | $143.7M | 4 | 0 |
| Mar 2018 | $374.5M | $230.8M | $143.7M | 4 | 0 |
| Mar 2017 | $390.8M | $244.5M | $146.3M | 4 | 161 |
| Aug 2016 | $405.1M | $293M | $112.1M | 4 | 218 |
| Apr 2016 | $405.1M | $293M | $112.1M | 4 | 218 |
| Mar 2016 | $405.1M | $293M | $112.1M | 4 | 218 |
| Feb 2016 | $525M | $300M | $225M | 4 | 26 |
| Feb 2015 | $525M | $300M | $225M | 4 | 26 |
| Sep 2014 | $265M | $65M | $200M | 4 | 26 |
| Sep 2014 | $265M | $65M | $200M | 4 | 26 |
| Jun 2014 | $265M | $65M | $200M | 4 | 26 |
| Mar 2014 | $265M | $65M | $200M | 4 | 26 |
| Jul 2013 | $265M | $65M | $200M | 4 | 26 |
| May 2013 | $265M | $65M | $200M | 4 | 26 |
| May 2013 | $205M | $45M | $160M | 4 | 26 |
| Dec 2012 | $170M | $35M | $135M | 4 | 26 |
| Nov 2012 | $170M | $35M | $135M | 4 | 26 |
| Apr 2012 | $170M | $35M | $135M | 1 | 26 |
| Jun 2011 | $65M | $15M | $50M | 5 | -- |
| Mar 2011 | $61.3M | $0 | $61.3M | 5 | -- |
| Feb 2009 | $5M | $0 | $5M | 5 | -- |
| Sep 2007 | $8M | $0 | $8M | 5 | -- |
| Mar 2007 | $8M | $0 | $8M | 5 | -- |
| Mar 2006 | $45M | $0 | $45M | 5 | -- |
| Feb 2006 | $30M | $0 | $30M | 5 | -- |
| Apr 2004 | $30M | $0 | $30M | 5 | -- |
| Apr 2002 | $55M | $0 | $55M | 5 | -- |
| Mar 2002 | $200M | $0 | $200M | 5 | -- |
| Aug 2001 | $200M | $0 | $200M | 5 | -- |
DateMar 2025
Total AUM$885M
Discretionary$433M
Non-Disc.$452M
Employees6
Clients0
DateJan 2025
Total AUM$780.2M
Discretionary$388.9M
Non-Disc.$391.3M
Employees5
Clients0
DateDec 2024
Total AUM$780.2M
Discretionary$388.9M
Non-Disc.$391.3M
Employees5
Clients0
DateSep 2024
Total AUM$780.2M
Discretionary$388.9M
Non-Disc.$391.3M
Employees5
Clients0
DateMar 2024
Total AUM$780.2M
Discretionary$388.9M
Non-Disc.$391.3M
Employees5
Clients0
DateMay 2023
Total AUM$684.2M
Discretionary$337.4M
Non-Disc.$346.8M
Employees5
Clients0
DateMar 2023
Total AUM$684.2M
Discretionary$337.4M
Non-Disc.$346.8M
Employees5
Clients0
DateMar 2022
Total AUM$704.5M
Discretionary$333.4M
Non-Disc.$371.1M
Employees5
Clients0
DateApr 2021
Total AUM$600.4M
Discretionary$276.1M
Non-Disc.$324.2M
Employees5
Clients0
DateMar 2021
Total AUM$600.4M
Discretionary$276.1M
Non-Disc.$324.2M
Employees5
Clients0
DateFeb 2021
Total AUM$512.9M
Discretionary$274.6M
Non-Disc.$238.4M
Employees5
Clients0
DateJul 2020
Total AUM$512.9M
Discretionary$274.6M
Non-Disc.$238.4M
Employees5
Clients0
DateApr 2020
Total AUM$512.9M
Discretionary$274.6M
Non-Disc.$238.4M
Employees5
Clients0
DateMar 2020
Total AUM$512.9M
Discretionary$274.6M
Non-Disc.$238.4M
Employees5
Clients0
DateMar 2019
Total AUM$396M
Discretionary$217.5M
Non-Disc.$178.5M
Employees6
Clients0
DateNov 2018
Total AUM$396M
Discretionary$217.5M
Non-Disc.$178.5M
Employees6
Clients0
DateNov 2018
Total AUM$396M
Discretionary$217.5M
Non-Disc.$178.5M
Employees6
Clients0
DateNov 2018
Total AUM$396M
Discretionary$217.5M
Non-Disc.$178.5M
Employees5
Clients0
DateNov 2018
Total AUM$374.5M
Discretionary$230.8M
Non-Disc.$143.7M
Employees5
Clients0
DateOct 2018
Total AUM$374.5M
Discretionary$230.8M
Non-Disc.$143.7M
Employees4
Clients0
DateApr 2018
Total AUM$374.5M
Discretionary$230.8M
Non-Disc.$143.7M
Employees4
Clients0
DateMar 2018
Total AUM$374.5M
Discretionary$230.8M
Non-Disc.$143.7M
Employees4
Clients0
DateMar 2017
Total AUM$390.8M
Discretionary$244.5M
Non-Disc.$146.3M
Employees4
Clients161
DateAug 2016
Total AUM$405.1M
Discretionary$293M
Non-Disc.$112.1M
Employees4
Clients218
DateApr 2016
Total AUM$405.1M
Discretionary$293M
Non-Disc.$112.1M
Employees4
Clients218
DateMar 2016
Total AUM$405.1M
Discretionary$293M
Non-Disc.$112.1M
Employees4
Clients218
DateFeb 2016
Total AUM$525M
Discretionary$300M
Non-Disc.$225M
Employees4
Clients26
DateFeb 2015
Total AUM$525M
Discretionary$300M
Non-Disc.$225M
Employees4
Clients26
DateSep 2014
Total AUM$265M
Discretionary$65M
Non-Disc.$200M
Employees4
Clients26
DateSep 2014
Total AUM$265M
Discretionary$65M
Non-Disc.$200M
Employees4
Clients26
DateJun 2014
Total AUM$265M
Discretionary$65M
Non-Disc.$200M
Employees4
Clients26
DateMar 2014
Total AUM$265M
Discretionary$65M
Non-Disc.$200M
Employees4
Clients26
DateJul 2013
Total AUM$265M
Discretionary$65M
Non-Disc.$200M
Employees4
Clients26
DateMay 2013
Total AUM$265M
Discretionary$65M
Non-Disc.$200M
Employees4
Clients26
DateMay 2013
Total AUM$205M
Discretionary$45M
Non-Disc.$160M
Employees4
Clients26
DateDec 2012
Total AUM$170M
Discretionary$35M
Non-Disc.$135M
Employees4
Clients26
DateNov 2012
Total AUM$170M
Discretionary$35M
Non-Disc.$135M
Employees4
Clients26
DateApr 2012
Total AUM$170M
Discretionary$35M
Non-Disc.$135M
Employees1
Clients26
DateJun 2011
Total AUM$65M
Discretionary$15M
Non-Disc.$50M
Employees5
Clients--
DateMar 2011
Total AUM$61.3M
Discretionary$0
Non-Disc.$61.3M
Employees5
Clients--
DateFeb 2009
Total AUM$5M
Discretionary$0
Non-Disc.$5M
Employees5
Clients--
DateSep 2007
Total AUM$8M
Discretionary$0
Non-Disc.$8M
Employees5
Clients--
DateMar 2007
Total AUM$8M
Discretionary$0
Non-Disc.$8M
Employees5
Clients--
DateMar 2006
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees5
Clients--
DateFeb 2006
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees5
Clients--
DateApr 2004
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees5
Clients--
DateApr 2002
Total AUM$55M
Discretionary$0
Non-Disc.$55M
Employees5
Clients--
DateMar 2002
Total AUM$200M
Discretionary$0
Non-Disc.$200M
Employees5
Clients--
DateAug 2001
Total AUM$200M
Discretionary$0
Non-Disc.$200M
Employees5
Clients--